Clientish Documentation
Step-by-step guides for running your agency on Clientish: orders, clients, billing, your team and your client portal.
New to Clientish? Start here
Five guides that take you from sign-up to your first paid order.
Get started
Set up your workspace and learn the basics.
Run your agency
Sell services, deliver orders and get paid.
Orders
12 guidesReports & Analytics
7 guidesYour team
Bring people in and control what they see.
Team Management
6 guidesRoles & Permissions
6 guidesRemote Members
6 guidesCommunication
6 guides- Team Messenger: Channels and Direct Messages
- Sending Messages in Team Messenger
- Live Chat with Clients
Time Tracking
5 guidesYour clients
What clients see and how they reach you.
Connect & extend
Integrations, API and your Clientish account.
Popular guides
What agencies read most.
Troubleshooting
Sign-in, email, payment and upload problems, with the exact messages people see.
Fix a problem →Still need help?
Can’t find the answer? Reach the Clientish team from your Clientish Portal.
Integrations Guides
Integrations, SMTP, mail configuration, Google, and marketing tools.
Integrations
Browse the latest Clientish documentation articles.
Connect Clientish to the tools you already run.
Send every workspace email through your own mail server, test it, and see in the Email Log what was delivered.
Google Calendar and Drive, reCAPTCHA on every login, and MailChimp audience sync.
Add clients, lead follow-ups and invoice due dates to Google Calendar with one click, or connect your account so they are added for you.
Link a Google Drive folder to an order so your client opens it from their portal, and add Drive links where files are too big to upload.
Add an “I am not a robot” check to every login into your workspace, and a Captcha field to your forms.
Add every new client and lead to your MailChimp audience automatically, tagged so you can target each group.